Complementing your professional services

We work with clients' existing trusted independent accountants to better understand their goals and objectives, and provide integrated, coordinated services to build and protect wealth. We do this by:

  1. Keeping you informed and making your job easier
  2. Providing complimentary planning, services, and solutions for your clients
  3. Helping you to navigate RBC


Keeping you informed and making your job easier

Examples include:

  • Receiving a list of your client's accounts at RBC Dominion Securities.
  • Easy access to your client's tax documents, saving crucial time during tax season. Learn more by clicking here.
  • Coordination of tax and investment advice so that you do not have to explain the tax consequences of investment decisions which you were not responsible for. 
  • Ensuring that all trade documentation has the correct cost basis.
  • Quick response to email or telephone queries. 


Providing complimentary planning, services, and solutions for clients 

Clients may be eligible to receive complementary access to highly accredited lawyers, accountants and financial planners that work with their trusted accountants to recommend and present strategies that are appropriate for their situation. 

The services include: financial planning, business succession planning, will & estate reviews, insurance planning and charitable giving.

Our goal is to assist a client’s accountant by identifying opportunities and providing information that may be used to turn strategies into actionable solutions.

As they provide services that complement those provided by existing trusted professional advisors, RBC Wealth Management Services does not draft legal documents or prepare tax compliance documents.

Examples of RBC Wealth Management solutions include:

Individual Pension Plans (IPP)

Ideal for incorporated business owners, professionals or high income executives over age 40 who want to contribute more to a tax-sheltered retirement plan than what’s currently permitted by an RRSP.

RBC's Charitable Gift Program 

A “donor-advised fund” that is specifically designed for those individuals and families that wish to support charitable causes in a meaningful way but do not want to set up a private foundation.

RBC Wealth Management Insurance Specialists 

They can provide your personal and business owner clients with tax, retirement, charitable and estate planning strategies that incorporate the use of life insurance and annuity solutions

RBC Estate & Trust Services

Our highly skilled estate and trust professionals offer estate settlement and administration services, trustee services, trust structures and other  specialized services throughout Canada.

International Trust Services

RBC can structure and administer a wide range of international trusts to suit a client’s individual needs and circumstances, in  compliance with all relevant domestic and international taxation regulations. RBC has offices in Jersey and Guernsey in the Channel Islands, two top tier stable financial centres in the world in terms of financial, professional and legal infrastructure;  reputation; and quality of trust services.


Helping you to navigate RBC

We help our partners and our clients navigate RBC’s different platforms and will introduce them to professionals who are best suited to meet their specific needs, including:

Mortgage Experts

They provide preferred rates and a cash bonus on new and switched-in mortgages exclusively to RBC Wealth Management clients  

Private Banking

RBC has been ranked “Best Private Banking Services in Canada” for an unprecedented 11th consecutive year in the 2018 Euromoney Private Banking and Wealth Management Survey.

Cross-Border Banking Solutions

Exclusive offers for RBC Wealth Management clients with assets in the US and/or the Caribbean.

Commercial Banking

RBC Commercial Bankers strive to understand our client's vision and business goals, complete a sound business plan and set up the right financial products and solutions to help them get where they want to be. The team includes industry experts who can show trends and industry shifts on a national level and help position the client's company to save money, seize opportunities and reduce risk.

Mid-Market Mergers & Acquisitions

This team provides mergers and acquisitions advisory services to Canadian companies operating in a variety of industries. RBC ranks as #1 mid-market M&A advisor in North America; #1 M&A advisor in Canada.

Employee Wellness Solutions for RBC Business Clients

Services focused on improving the wellbeing of our clients' employees. 

RBC Royal Trust

Provides individuals, families and businesses with valuable estate, trust and incapacity services, tailored to their specific needs.

If you would like to refer a client or hold an introductory call with Ali, please click here.